As investor expectations continue to evolve, the proxy statement has become more than a regulatory requirement: it’s now a strategic tool for corporate storytelling and stakeholder engagement. The newly released playbook, titled ‘From compliance to confidence: Proxies that win trust and votes’ and written in partnership with DFIN, offers a timely and comprehensive guide for companies looking to strengthen their proxy disclosures ahead of the upcoming season.
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The playbook features insights from leading governance professionals and proxy advisors, highlighting best practices and emerging trends that are shaping the future of proxy reporting. It emphasizes the growing importance of clear, confident communication around key topics such as board composition, executive compensation, ESG, DE&I, cybersecurity and AI.
Recent data suggests that companies with poor say-on-pay outcomes or governance controversies are significantly more vulnerable to activist campaigns. In contrast, organizations that proactively engage investors and present a compelling governance narrative through their proxy statements are better positioned to maintain board stability and investor confidence.
Rather than waiting for a triggering event, forward-thinking companies are using their proxies to communicate strength and transparency now. The playbook showcases how leading organizations are doing just that: turning their proxy statements into strategic assets that reflect best practices and build trust.
What’s inside the playbook:
Investor and proxy advisor expectations for 2026
Case studies of award-winning governance disclosures
Guidance on balancing stakeholder priorities
Anticipated regulatory changes and compliance risks
AI tools and technologies shaping the future of proxy development.
Download the playbook today and prepare to lead with transparency, strategy and confidence.